Using Sumif in SQL Server2008

Question

I currently work as a Healthcare Analyst. I have been using Microsoft Access the past couple years for querying and generating reports. My company now wants me to learn, expand my SQL knowledge and use SQL Server2008 daily going forward.

I have made some progress understanding the differences between Access and SQL, but they are still many things I'm unfamiliar with.

I would like some insight on sub queries, and how to use SUMIF in SQL. Below I have pasted step (1) the first part of a SQL sub query I have put together. Step(2) is the SQL view from Microsoft Access that I want to translate into SQL, but some insight is needed on the proper syntax for a SUMIF statement.

Any insight is greatly appreciated...

Step (1) SQL Server 2008:

SELECT
    [GROUPING_OF_CLINIC_ID].CLINIC_ID
,   OUTPAT_ACCT_REC.CHARGE_CLASS
,   [GROUPING_OF_CLINIC_ID].PATIENT_NUMBER
,   [GROUPING_OF_CLINIC_ID].REGISTRATION_CD
,   OUTPAT_REGISTER.PRIMARY_FINAN
,   REPLACE(CONVERT(varchar(10), OUTPAT_ACCT_REC.ENTRY_DATE, 101), '/', '') AS ENTRY_DATE
,   SUM(ENTRY_AMOUNT) AS ENTRY_AMOUNT
FROM
    OUTPAT_REGISTER
    LEFT JOIN 
        OUTPAT_BILL_REF
        ON 
        (
            OUTPAT_REGISTER.PATIENT_NUMBER = OUTPAT_BILL_REF.PATIENT_NUMBER
        )
            AND (OUTPAT_REGISTER.REGISTRATION_CD = OUTPAT_BILL_REF.REGISTRATION_CD)
    LEFT JOIN 
        OUTPAT_ACCT_REC
        ON 
        (
            OUTPAT_BILL_REF.PATIENT_NUMBER = OUTPAT_ACCT_REC.PATIENT_NUMBER
        )
            AND (OUTPAT_BILL_REF.BILL_REFERENCE = OUTPAT_ACCT_REC.REFERENCE_NUM)
    LEFT JOIN
        (
            SELECT
                CLINIC_ID
            ,   PATIENT_NUMBER
            ,   REGISTRATION_CD
            FROM
                OP_VISIT_HISTRY
            GROUP BY
                CLINIC_ID
            ,   PATIENT_NUMBER
            ,   REGISTRATION_CD
            --ORDER BY CLINIC_ID
        ) AS [GROUPING_OF_CLINIC_ID]
        ON 
        (
            OUTPAT_REGISTER.PATIENT_NUMBER = [GROUPING_OF_CLINIC_ID].PATIENT_NUMBER
        )
            AND (OUTPAT_REGISTER.REGISTRATION_CD = [GROUPING_OF_CLINIC_ID].REGISTRATION_CD)
GROUP BY
    [GROUPING_OF_CLINIC_ID].CLINIC_ID
,   OUTPAT_ACCT_REC.CHARGE_CLASS
,   [GROUPING_OF_CLINIC_ID].PATIENT_NUMBER
,   [GROUPING_OF_CLINIC_ID].REGISTRATION_CD
,   OUTPAT_ACCT_REC.ENTRY_DATE
,   OUTPAT_REGISTER.PRIMARY_FINAN
HAVING
    OUTPAT_ACCT_REC.ENTRY_DATE > '12/31/2010'

Step(2)From Access in SQL View:

SELECT [Non Recurring Clinic Step1].CLINIC_ID, dbo_HR_FINAN_CLASS.SUMMARY_CATGRY, [TABLE LAYOUT].ENTRY_TYPE, 
Sum(IIf([entry_date] Between #12/1/2012# And #12/31/2012#,[sumofentry_amount],0)) AS [Dec'12], Sum(IIf([entry_date] Between #11/1/2012# And #11/30/2012#,[sumofentry_amount],0)) AS [Nov'12], Sum(IIf([entry_date] Between #10/1/2012# And #10/31/2012#,[sumofentry_amount],0)) AS [Oct'12], Sum(IIf([entry_date] Between #9/1/2012# And #9/30/2012#,[sumofentry_amount],0)) AS [Sept'12], Sum(IIf([entry_date] Between #8/1/2012# And #8/31/2012#,[sumofentry_amount],0)) AS [Aug'12], Sum(IIf([entry_date] Between #7/1/2012# And #7/31/2012#,[sumofentry_amount],0)) AS [Jul'12], Sum(IIf([entry_date] Between #6/1/2012# And #6/30/2012#,[sumofentry_amount],0)) AS [Jun'12], Sum(IIf([entry_date] Between #5/1/2012# And #5/31/2012#,[sumofentry_amount],0)) AS [May'12], Sum(IIf([entry_date] Between #4/1/2012# And #4/30/2012#,[sumofentry_amount],0)) AS [Apr'12], Sum(IIf([entry_date] Between #3/1/2012# And #3/31/2012#,[sumofentry_amount],0)) AS [Mar'12], Sum(IIf([entry_date] Between #2/1/2012# And #2/29/2012#,[sumofentry_amount],0)) AS [Feb'12], Sum(IIf([entry_date] Between #1/1/2012# And #1/31/2012#,[sumofentry_amount],0)) AS [Jan'12], Sum(IIf([entry_date] Between #12/1/2011# And #12/31/2011#,[sumofentry_amount],0)) AS [Dec'11], Sum(IIf([entry_date] Between #1/1/2012# And #12/31/2012#,[sumofentry_amount],0)) AS 2012YTD, Sum(IIf([entry_date] Between #1/1/2011# And #12/31/2011#,[sumofentry_amount],0)) AS 2011YTD
FROM [TABLE LAYOUT] INNER JOIN ([Non Recurring Clinic Step1] INNER JOIN ((dbo_OUTPAT_REGISTER INNER JOIN dbo_HR_FINAN_CLASS ON dbo_OUTPAT_REGISTER.PRIMARY_FINAN = dbo_HR_FINAN_CLASS.FINAN_CLASS_CD) INNER JOIN dbo_OUTPAT_AREA_CDS ON dbo_OUTPAT_REGISTER.REGISTER_AREA = dbo_OUTPAT_AREA_CDS.REGISTER_AREA) ON ([Non Recurring Clinic Step1].REGISTRATION_CD = dbo_OUTPAT_REGISTER.REGISTRATION_CD) AND ([Non Recurring Clinic Step1].PATIENT_NUMBER = dbo_OUTPAT_REGISTER.PATIENT_NUMBER)) ON [TABLE LAYOUT].ENTRY_CLASS = [Non Recurring Clinic Step1].CHARGE_CLASS
WHERE (((dbo_OUTPAT_AREA_CDS.REG_AREA_TYPE)<>"RE"))
GROUP BY [Non Recurring Clinic Step1].CLINIC_ID, dbo_HR_FINAN_CLASS.SUMMARY_CATGRY, [TABLE LAYOUT].ENTRY_TYPE
ORDER BY [Non Recurring Clinic Step1].CLINIC_ID;

Answer 1

SUM(IIF()) is the equivalent of using an aggregate with a CASE expression:

sum(case 
        when [entry_date] >= '2012-12-01' and [entry_date] <= '2012-12-31' 
        then [sumofentry_amount] 
        else 0 
    end) AS [Dec'12]

Then you will just repeat this as needed for your other columns.

The CASE and the aggregate function are pivoting the data from the row values into columns. In SQL Server 2005+ you can implement the PIVOT function, but you can also use something similar to below:

select CLINIC_ID,
    SUMMARY_CATGRY,
    ENTRY_TYPE,
    SUM(case when EntryMonth = 12 and EntryYear = 2012 then [sumofentry_amount] else 0 end) [Dec12],
    SUM(case when EntryMonth = 11 and EntryYear = 2012 then [sumofentry_amount] else 0 end) [Nov12],
    SUM(case when EntryMonth = 10 and EntryYear = 2012 then [sumofentry_amount] else 0 end) [Oct12],
    SUM(case when EntryMonth = 9 and EntryYear = 2012 then [sumofentry_amount] else 0 end) [Sep12],
    SUM(case when EntryMonth = 8 and EntryYear = 2012 then [sumofentry_amount] else 0 end) [Aug12],
    SUM(case when EntryMonth = 7 and EntryYear = 2012 then [sumofentry_amount] else 0 end) [Jul12],
    SUM(case when EntryMonth = 6 and EntryYear = 2012 then [sumofentry_amount] else 0 end) [Jun12],
    SUM(case when EntryMonth = 5 and EntryYear = 2012 then [sumofentry_amount] else 0 end) [May12],
    SUM(case when EntryMonth = 4 and EntryYear = 2012 then [sumofentry_amount] else 0 end) [Apr12],
    SUM(case when EntryMonth = 3 and EntryYear = 2012 then [sumofentry_amount] else 0 end) [Mar12],
    SUM(case when EntryMonth = 2 and EntryYear = 2012 then [sumofentry_amount] else 0 end) [Feb12],
    SUM(case when EntryMonth = 1 and EntryYear = 2012 then [sumofentry_amount] else 0 end) [Jan12],
    SUM(case when EntryYear = 2012 then [sumofentry_amount] else 0 end) [2012YTD],
    SUM(case when EntryYear = 2011 then [sumofentry_amount] else 0 end) [2011YTD]
from
(
    SELECT [Non Recurring Clinic Step1].CLINIC_ID, 
        dbo_HR_FINAN_CLASS.SUMMARY_CATGRY, 
        [TABLE LAYOUT].ENTRY_TYPE, 
        datepart(month,[entry_date]) EntryMonth,
        datepart(year,[entry_date]) EntryYear,
        [sumofentry_amount],
    FROM <yourtables and joins go here>
    WHERE dbo_OUTPAT_AREA_CDS.REG_AREA_TYPE)<>'RE'
        and datepart(year,[entry_date]) in (2011, 2012)
) src
group by CLINIC_ID, SUMMARY_CATGRY, ENTRY_TYPE